Kim Michael 4
4 · AssetMark Financial Holdings, Inc. · Filed Sep 3, 2024
Insider Transaction Report
Form 4
Kim Michael
EVP, Chief Client Officer
Transactions
- Gift
Common Stock
2024-08-27+38,313→ 390,525 total - Gift
Common Stock
2024-08-27−38,313→ 3,077 total(indirect: By Trust) - Gift
Common Stock
2024-08-30+34,731→ 37,808 total(indirect: By Trust) - Gift
Common Stock
2024-08-29−3,077→ 0 total(indirect: By Trust) - Gift
Common Stock
2024-08-29+3,077→ 3,077 total(indirect: By Trust) - Gift
Common Stock
2024-08-30−34,731→ 355,794 total
Footnotes (7)
- [F1]Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Reporting Person.
- [F2]Shares held by The Kim Family Trust, dated July 30, 2016.
- [F3]Represents shares acquired by the Reporting Person.
- [F4]Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Kim Family Charitable Remainder Trust, dated August 24, 2024.
- [F5]Represents shares acquired by the Kim Family Charitable Remainder Trust, dated August 24, 2024.
- [F6]Shares held by the Kim Family Charitable Remainder Trust, dated August 24, 2024, of which the Reporting Person and the Reporting Person's spouse are co-trustees.
- [F7]Shares transferred from the Reporting Person to the Kim Family Charitable Remainder Trust, dated August 24, 2024